See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,231 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,424 | $84,556+41.2% | $116,228+2.8% | $74,304+60.7% |
| Participation rate | 80.6% | 66.0%+14.6pp | 74.6%+6.1pp | 60.3%+20.3pp |
| Annual return | 16.15% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,283 | $2,168+5.3% | $2,994-23.8% | $2,241+1.8% |
| Participant deferral / active EE | $5,673 | $3,814+48.7% | $4,953+14.5% | $3,767+50.6% |
| Admin fee / account holder | $336 | $3,792-91.1% | $11,989-97.2% | $2,969-88.7% |